Robert Halter

Background

About Robert Halter

I have been helping individuals and businesses meet their financial goals since 2001. Being a CFP® professional, I have met extensive training and experience requirements that help me in meeting my primary objective of providing every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. I aim to understand the deepest goals and values of every client and make good on the trust they place in me in helping them achieve their financial objectives. My clients typically: • Are too busy to devote the expertise and time to successfully managing their assets. • Want to outsource the day-to-day oversight and management of their assets. • Value a trusted relationship with a Financial Advisor. • Need help creating an Investment Plan, monitoring its progress toward success, and amending the plan as their life progresses. You may be doing just fine on your own. If not, you may want to work with a professional financial advisor you can trust. Together, we can craft and execute a plan that best fits your needs and accomplishes your goals. Registrations: Series 7, Series 63, and Series 66 This information is intended for use by residents of AZ, CA, CO, FL, IL, IN, MA, MD, MI, MN, MO, NC, NM, NV, NY, OH, SC, TN, TX, VA, and WA only. CA Insurance Producer License Number 0D59927; Resident State: TX Please contact me at email bob.halter@wfafinet.com or by Phone 915-615-6446 Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social